Vincent Wood, CFA
Vincent Wood is a Chartered Financial Analyst (CFA) and spent many years working with institutional clients and with individual investors to optimize their investments. He has a background in fixed income and equity securities analysis and worked for several years at Morgan Stanley Capital International. Vince is a 1987 graduate of UC Berkeley and is currently attending JFK law school. Vince works closely with Stan Riddle conducting legal research and client servicing.
Education:
- JFK University Law School, Current
- University of California, Berkeley, 1987
- Charter Financial Analyst (CFA)
Professional Associations and Memberships:
- CFA Society of San Francisco
Past Employment Positions:
- Morgan Stanley Capital International
- Jones Hall Hill and White
- Mellon Capital Management